Whalen Wealth Management’s Lam Research LRCX Stock Holding History

Whalen Wealth Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.38M	Buy	4,195 +1,373	+49%	+$429K	0.59%	49
2026 Q2	$1.22M	Sell	2,822 -2,312	-45%	-$702K	0.55%	55
2026 Q1	$1.1M	Sell	5,134 -3,181	-38%	-$711K	0.59%	43
2025 Q4	$1.42M	Buy	+8,315	New	+$1.29M	0.76%	30
2025 Q3	–	Sell	-6,626	Closed	-$645K	–	239
2025 Q2	$645K	Buy	+6,626	New	+$526K	0.4%	68
2024 Q4	–	Sell	-9,780	Closed	-$798K	–	162
2024 Q3	$798K	Buy	+9,780	New	+$850K	0.56%	41
2024 Q2	–	Sell	-3,010	Closed	-$292K	–	123
2024 Q1	$292K	Buy	+3,010	New	+$265K	0.22%	72

Other funds holding LRCX

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Whalen Wealth Management's LRCX Position: Q3 2026 in Review

Whalen Wealth Management increased its Lam Research (LRCX) stake by 49% in Q3 2026, buying an estimated $429K and bringing the position to 4,195 shares worth $1.38M. The position accounts for 0.59% of the portfolio, ranked #49.

Whalen Wealth Management first reported a position in LRCX in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q4 2025. 115 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Whalen Wealth Management held 4,195 shares of Lam Research worth $1.38M as of Q3 2026.
Whalen Wealth Management bought 1,373 Lam Research shares in Q3 2026, an estimated $429K.
Lam Research made up 0.59% of Whalen Wealth Management's portfolio in Q3 2026, its #49 holding.
Whalen Wealth Management first reported a position in Lam Research in Q1 2024 and has held it in 7 quarters since.
Whalen Wealth Management's Lam Research position peaked at $1.42M in Q4 2025.
115 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.